InformationBodyBuild journeys that enrol, branch and update contacts from Intapp or DealCloud. Applies to: Journey Builder; Intapp and DealCloud CRM sites Overview Journey Builder can use Intapp or DealCloud as a journey’s contact source, alongside your other CRM connections. You can start journeys from contact activity, split contacts down different paths, and send emails or update Intapp/DealCloud records automatically. Before you start Your site needs an Intapp or DealCloud connector instance set up with valid credentials. There is no Feature Access permission to turn on for Intapp or DealCloud in Journey Builder. Turn on Intapp and DealCloud in Journey Builder 1. Set up an Intapp or DealCloud connector instance with valid credentials. If it isn’t, contact Vuture Support. When the instance exists, Intapp and DealCloud appear in the Journey Builder CRM dropdown automatically. Set up a journey with Intapp or DealCloud 1. Create or edit a journey in Journey Builder. 2. Add your enrolment criterion. 3. In the CRM dropdown, select Intapp or DealCloud. 4. Add branching and action nodes to start building a journey. Use Intapp and DealCloud in Journey Builder Supported nodes Node type Node What it does with Intapp/DealCloud contacts Enrolment Email Opened Enrols contacts who open a specified email Enrolment Link Clicked Enrols contacts who click a specified link Enrolment Contact Added to List Enrols contacts added to a list Enrolment Contact Removed from List Enrols contacts removed from a list Enrolment Filter Enrols contacts who match your filter criteria Enrolment Form Submitted Enrols contacts who submit a specified form Enrolment Scheduled Email Sent Enrols contacts when a scheduled email is sent to them Enrolment Website/URL Visit Enrols contacts who visit a specified URL Branching Email Opened Yes/No on whether the contact opened an email Branching Link Clicked Yes/No on whether the contact clicked a link Branching List Subscription Yes/No on list subscription status Branching Form Submitted Yes/No on whether the contact submitted a form Branching Website/URL Visit Yes/No on whether the contact visited a URL Branching Filter Yes/No on your filter criteria Branching Date Branches on a date Branching Parallel Splits contacts down parallel paths Action Send Email Sends a campaign email to the contact Action Add Contact to List Adds the contact to a configured list Action Remove Contact from List Removes the contact from a configured list Action Send Notification Sends a notification for the contact Action Change Field Writes a chosen value to a field on the contact’s record Action Wait Wait for a set time until the next action Enrolment criteria Filter: configure the filter criteria as you would for other CRMs. Scheduled Email Sent: the journey starts for Intapp/DealCloud contacts when the scheduled email is sent to them. Website or URL Visit: configure the target URL. This works on secure sites too. Branching nodes List Subscription loads your Intapp/DealCloud lists in the Email List picker. Filter evaluates your criteria against the CRM and routes each contact down the Yes or No branch. Action nodes Send Email sends the campaign email, tracks opens and clicks, and the journey continues past the node. Add Contact to List loads your Intapp/DealCloud lists in the Email List picker. Remove Contact from List removes the contact from the configured list on the Intapp/DealCloud side too. Send Notification uses the enrolled contact’s email address from Intapp/DealCloud. To update an Intapp/DealCloud field: 1. Add or open a Change Field action node. 2. Select the Entity. 3. Select the Field. 4. Select the Field Value. When contacts reach the node, the value is written to their Intapp/DealCloud record. Good to know Intapp and DealCloud appear in the CRM dropdown as soon as a connector instance is configured. There is no separate toggle. No extra node settings are needed for Intapp or DealCloud. The nodes work the same way they do for your other CRMs. TitleUsing Journey Builder with Intapp and DealCloudURL NameUsing-Journey-Builder-with-Intapp-and-DealCloud